Nutrien (NYSE:NTR) Stock Price Expected to Rise, JPMorgan Chase & Co. Analyst Says

Nutrien (NYSE:NTR) had its price objective upped by JPMorgan Chase & Co. from $68.00 to $78.00 in a note issued to investors on Friday,Benzinga reports. The firm currently has an “overweight” rating on the stock. JPMorgan Chase & Co.‘s price target would suggest a potential upside of 9.56% from the stock’s current price.

A number of other analysts have also commented on NTR. Oppenheimer reissued an “outperform” rating on shares of Nutrien in a research report on Tuesday, January 27th. Barclays boosted their price target on shares of Nutrien from $64.00 to $70.00 and gave the stock an “equal weight” rating in a research report on Wednesday. Morgan Stanley upgraded shares of Nutrien from an “equal weight” rating to an “overweight” rating and increased their price objective for the stock from $70.00 to $77.00 in a research note on Wednesday, January 14th. Bank of America raised their price objective on Nutrien from $64.00 to $71.00 and gave the company a “neutral” rating in a report on Friday. Finally, Scotiabank upped their target price on Nutrien from $63.00 to $70.00 and gave the stock a “sector perform” rating in a report on Monday, February 2nd. Two equities research analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating, ten have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Nutrien presently has an average rating of “Moderate Buy” and a consensus target price of $70.11.

Nutrien Stock Down 0.8%

NTR stock opened at $71.19 on Friday. The company has a debt-to-equity ratio of 0.39, a current ratio of 1.41 and a quick ratio of 0.89. The stock has a market capitalization of $34.27 billion, a P/E ratio of 15.28 and a beta of 0.73. Nutrien has a fifty-two week low of $45.78 and a fifty-two week high of $73.55. The business has a 50-day moving average of $66.23 and a 200-day moving average of $60.67.

Nutrien (NYSE:NTR) last announced its earnings results on Wednesday, February 18th. The company reported $0.83 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.87 by ($0.04). Nutrien had a net margin of 8.43% and a return on equity of 8.46%. The firm had revenue of $5.12 billion during the quarter, compared to analyst estimates of $5.26 billion. During the same period in the prior year, the business posted $0.31 EPS. The firm’s quarterly revenue was up 5.1% compared to the same quarter last year. On average, sell-side analysts anticipate that Nutrien will post 3.72 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Nutrien

A number of institutional investors have recently bought and sold shares of the business. Vanguard Group Inc. lifted its position in shares of Nutrien by 2.2% in the fourth quarter. Vanguard Group Inc. now owns 22,463,277 shares of the company’s stock valued at $1,386,546,000 after buying an additional 479,834 shares during the last quarter. Wellington Management Group LLP raised its stake in Nutrien by 440.2% in the 4th quarter. Wellington Management Group LLP now owns 16,338,606 shares of the company’s stock valued at $1,008,713,000 after acquiring an additional 13,313,817 shares during the period. Arrowstreet Capital Limited Partnership lifted its holdings in Nutrien by 19.1% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 14,221,381 shares of the company’s stock valued at $834,962,000 after purchasing an additional 2,276,651 shares during the last quarter. First Eagle Investment Management LLC lifted its holdings in Nutrien by 0.5% during the 4th quarter. First Eagle Investment Management LLC now owns 13,307,283 shares of the company’s stock valued at $821,326,000 after purchasing an additional 70,068 shares during the last quarter. Finally, Deutsche Bank AG boosted its position in Nutrien by 2.0% during the fourth quarter. Deutsche Bank AG now owns 9,798,196 shares of the company’s stock worth $604,745,000 after purchasing an additional 189,683 shares during the period. Institutional investors and hedge funds own 63.10% of the company’s stock.

Key Nutrien News

Here are the key news stories impacting Nutrien this week:

• Positive Sentiment: Multiple broker upgrades and higher price targets — BMO raised its target to $85 (outperform), JPMorgan to $78 (overweight), Wells Fargo to $77 (equal weight) and Raymond James to $74, signaling analyst confidence in Nutrien’s outlook and suggesting meaningful upside from recent levels. BayStreet.CA Benzinga
• Positive Sentiment: Shareholder returns: Nutrien raised its quarterly dividend (to $0.55) and announced a new buyback program — a direct positive for investors seeking yield and capital return. TipRanks
• Positive Sentiment: Favorable commodity outlook: Management expects stronger global potash demand in 2026 despite difficult farm economics — a revenue/volume tailwind for Nutrien’s fertilizer segment. Reuters
• Neutral Sentiment: Earnings materials available — full Q4 2025 call transcript and presentation have been published for investor review; useful for drilling into segment-level detail but not a directional catalyst by itself. Seeking Alpha Yahoo Finance
• Neutral Sentiment: Some analysts remain cautious: Bank of America raised its target to $71 but kept a neutral rating (minimal implied upside). That tempers the bullish momentum from higher targets. Benzinga
• Negative Sentiment: Operational results missed consensus: Q4 EPS came in at $0.83 vs. $0.87 expected and revenue of ~$5.12B was slightly below estimates — the earnings miss is the primary near-term negative pressure on the share price. Zacks
• Negative Sentiment: Mixed analyst views persist — UBS assigned a “hold,” which indicates some investors and brokers are reserving judgment despite the positive catalysts. Globe & Mail

Nutrien Company Profile

Nutrien Ltd. is a global fertilizer and agricultural-services company headquartered in Saskatoon, Saskatchewan, Canada. The company is publicly traded and operates across the farm input value chain, combining upstream fertilizer production with a broad retail and services platform aimed at supporting crop production worldwide. Nutrien’s business model integrates the manufacture and distribution of crop nutrients with on-the-ground agronomic support for growers and agricultural businesses.

Nutrien produces and supplies the three primary fertilizer nutrients—potash, nitrogen and phosphate—through its wholesale operations, and markets a wide range of crop inputs including seeds and crop protection products.